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Real-World Example

Maya wants the operations team to receive a weekly Notice Responses report every Monday. She creates a scheduled export, selects Notice Responses, chooses Weekly, and enters multiple recipient emails separated by commas. The scheduled process later generates the report and emails each recipient a secure Download Report button. Recipients can download the report directly from the email for 90 days.

Visual Flow

Frequencies

How It Should Work

  • It should let users create, edit, pause, resume, and delete scheduled exports.
  • It should validate every recipient email.
  • It should skip paused schedules.
  • It should only send a schedule when it has not been sent within its frequency window.
  • It should send a secure download button instead of attaching a large report.
  • It should allow recipients to download the report directly from the email for 90 days.
  • It should remove the report automatically after 90 days.

How It Should Not Work

  • It should not send paused schedules.
  • It should not send duplicate reports within the same frequency window.
  • It should not send a report if no matching rows exist.
  • It should not expose a report through a public storage link.
Last modified on August 1, 2026